7 ways to de-stress a mortgage
“Don’t sail out farther than you can row back.” This Danish saying is sound advice for anyone thinking of borrowing to buy a home, particularly now that interest rates are […]
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General News
A few interesting facts about retirement
Given the financial demands of everyday life, planning your retirement may be a relatively low priority. You may also think that you have plenty of time to plan. But before
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The role of franking credits
It’s obvious that investors select investments based on the rate of return they can earn on their funds. For share investments, the rate of return has two components: Sell the
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A tale of two retirements – which would you choose?
Sam and Sally Smith have worked hard all their lives, paid their taxes and, now they have retired, they feel they are entitled to a full age pension. Jan and
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4 money-saving tax time techniques
As you gather your paperwork for your tax return, it’s a good opportunity to reflect on how next year could be better. It goes without saying that planning and a
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Tried and true money tips
Life gets so busy and the months soon roll into years when suddenly you find that your finances are off track and you’re nowhere near achieving your goals. Instead of
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Responsibilities of an Executor
If you’re the eldest sibling in the family, or deemed to be the “most responsible”; if you’re seen to be a good friend by someone; or a fine upstanding citizen
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Back to School: Teaching Gen Y About Money
Do you have someone in your family that is part of Generation Y? Also known as Millennials, Generation Y refers to the generation currently in their mid-20’s to early-mid ’30s,
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A will is important at any age
Today, almost every adult in the country has some assets to pass on after they die – even if it is only the balance in a superannuation account. Most Australians
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You CAN afford a holiday!
Do you love the idea of getting a few more stamps in your passport, but not sure if your budget can stretch that far? An overseas holiday doesn’t have to
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What drives petrol prices?
Most of us have no idea what drives petrol prices or why petrol is more expensive on some days more often than others during the week. Lately there doesn’t seem
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Purchasing a business – do you know what you are buying?
This week we were asked by a client to have a look at a business for sale that he’d found out about from a long term friend. On the surface,
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Public versus Private
There is a lot of discussion about whether public schooling or private schooling is better for your child. We are often asked the question from clients, is it worth it?
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The best ways to maximise your rewards points
Credit card reward points, most of us have access to them but how do we get the best use out of them? The answer is NOT to spend more on
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Are you paying too much?
How much is too much when it comes to paying bank fees? The answer is: anything greater than $0. The variety in the types of bank accounts that are available
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